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Reassign assets to a different activity, situs, or association (Inventory module)
note
The Fixed Assets Inventory module is licensed separately from Fixed Assets CS.
To reassign an asset to a new business activity, situs, or association from within the Inventory module, perform the following steps.
- Open the active inventory.
- If necessary, select the active inventory in theInventorywindow, then select theOpenbutton.
- SelectEdit, thenReassign Assets.
- Select the assets you want to reassign in the Assets available to reassign pane, then choose theSelectbutton to move the assets to the Assets to reassign pane.noteYou can use the fields in the Focus group box to limit the assets that are available in the Assets available to reassign pane.
- In the Reassign to group box, select the category (activity, situs, or association) to which you will reassign the asset from theCategoryfield.
- Choose the value to which you will assign the selected assets from theValuefield.When Situs is selected as the category, you can select any situs from the dropdown list. However, if you reassign an asset to a situs that hasn't been added to the client viaSetup, thenSituses, you'll need to add the situs treatment to the client after the inventory is finalized.note
- When Activity is selected as the category, you can select all single-unit activities and multiple-unit activities that are set up for the client.
- Only assets that are not in a multiple-unit activity can be reassigned to a different situs through theReassign Assetswindow. Multiple-unit activity assets are assigned to a situs based on the activity in which they reside. To change the situs for a multiple-unit activity, selectSetup, thenActivitiesand edit the activity.
- When an association is selected as the category, you can select any item set up for that association, or you may select no association.
- Select theReassignbutton to move the selected asset to the new activity, situs, or association.
- Fixed Assets CS asks if you want to reassign additional assets. To reassign additional assets, selectYesand repeat steps 4 - 7. If you are done, selectNo.noteWhen you change assets in theReassign Assetswindow, the inventory status of each asset is not automatically updated. You can manually update each asset's inventory status in theInventory Asset Listwindow, or you can update the inventory status for a group of assets using theTasks, thenReconcile Assetswindow.